Milestone Investment Advisors
Milestone Investment Advisors reported 141 stocks worth $463M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPHQ (10.4%), SCHG (7.3%) and SCHX (6.4%). Compared with Q1 2026, the fund opened new positions in CGMM, added to SPHQ, VUG and SCHB, trimmed SCHG, SCHX and FDVV and sold out of LRGE, GRW and ET.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPHQ Invesco Exchange Traded FD T | $48.1M | 10.4% | 534K | +5,876 (+1%) | 8 of 8 | |
| 2 |  SCHG Schwab Strategic TR | $34M | 7.3% | 1M | −18K (−2%) | 8 of 8 | |
| 3 |  SCHX Schwab US Large Cap ETF | $29.5M | 6.4% | 1M | −7,168 (−1%) | 8 of 8 | |
| 4 |  VUG Vanguard Index Fds | $21.1M | 4.6% | 245K | +204K (+499%) | 8 of 8 | |
| 5 |  FDVV Fidelity Covington Trust | $19.6M | 4.2% | 324K | −1,553 (−0%) | 8 of 8 | |
| 6 |  SCHB Schwab US Broad Market ETF | $15.5M | 3.4% | 537K | +3,674 (+1%) | 8 of 8 | |
| 7 |  VO Vanguard Index Fds | $13.5M | 2.9% | 168K | +129K (+326%) | 8 of 8 | |
| 8 |  FBND Fidelity Total Bond ETF | $13.2M | 2.9% | 290K | +16K (+6%) | 8 of 8 | |
| 9 |  AVDE American Centy ETF TR | $12.9M | 2.8% | 145K | +3,388 (+2%) | 7 of 8 | |
| 10 |  IVV Ishares TR | $12.5M | 2.7% | 17K | +40 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LRGE Clearbridge Large Cap Growth Select ETF | $444K | 5,907 |
 GRW Tcw ETF Trust | $194K | 7,051 |
NUSHARES ETF TR | $39K | 1,166 |
 ET Energy Transfer L P LP | $8K | 400 |
 AOA Ishares TR | $5K | 57 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Milestone Investment Advisors 13F FAQ
What does Milestone Investment Advisors own?
Milestone Investment Advisors reported 141 stocks worth $463M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPHQ (10.4%), SCHG (7.3%) and SCHX (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Milestone Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 37 added to, 42 trimmed and 6 sold out. New positions include CGMM. It sold all of LRGE, GRW and ET.
When will Milestone Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Milestone Investment Advisors's portfolio worth?
The Q2 2026 filing reports $463M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.